Welcome to our dedicated page for Arlo Technologies news (Ticker: ARLO), a resource for investors and traders seeking the latest updates and insights on Arlo Technologies stock.
Arlo Technologies, Inc. reports news tied to its smart home security platform, connected security devices, and subscription services. The company offers cloud-based monitoring and analytics for homes, businesses, and personal security through products such as wire-free Wi-Fi and LTE-enabled cameras, video doorbells, floodlights, security systems, and services including Arlo Secure and Arlo Safe.
Recurring updates cover subscriptions and services revenue, annual recurring revenue, gross margin trends, product and service expansion, investor events, employee equity awards, and capital allocation actions such as stock repurchases. News also reflects Arlo's completed expansion into AI-powered aging-in-place and wellness care services through the acquisition of Aloe Care Health.
Arlo (NYSE: ARLO) reported first quarter 2026 results on May 7, 2026: revenue $150.4M, record subscriptions and services revenue of $90.1M (+30.9% YoY), ARR $356.9M (+29.2% YoY), record GAAP gross margin 48.3% and non-GAAP gross margin 50.1%. Record adjusted EBITDA of $30.4M and record GAAP EPS of $0.14 (non-GAAP EPS $0.28). Free cash flow was $25.4M. Business actions: acquisition of Aloe Care, $8.0M share repurchase, and a $6.4M gain on sale of Origin Wireless stake.
Arlo Technologies (NYSE: ARLO) announced inducement equity awards on May 5, 2026 under its 2018 Equity Incentive Plan pursuant to NYSE Rule 303A.08.
The Compensation and Human Capital Committee granted RSUs and PSUs to 25 new non-executive employees covering an aggregate of 556,850 shares. RSUs (464,638 shares) vest in four equal annual installments. PSUs (92,212 shares) vest 0–200% based on achievement of annual recurring revenue and gross margin targets, and all awards are contingent on continued service.
Arlo Technologies (NYSE: ARLO) will hold a conference call on May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss first quarter 2026 results. The company will release its Q1 2026 results after market close on May 7, 2026.
Live dial-in numbers, webcast access and a replay will be available via Arlo's Investor Relations website.
Arlo (NYSE: ARLO) completed the acquisition of Aloe Care Health on April 16, 2026, expanding Arlo’s AI-powered SaaS platform into aging-in-place and wellness care.
The deal adds Aloe Care’s patented hardware, ambient sensing, AI fall-prevention, caregiving app, and emergency triage to Arlo’s portfolio as paid accounts surpass 6 million.
Arlo (NYSE: ARLO) announced that its Board approved a stock repurchase program to buy up to $50 million of common stock through open-market purchases. The program is expected to continue through December 31, 2027 and repurchases are anticipated to be effected pursuant to Rule 10b-18.
The company said the buyback is part of its capital allocation plan to return value to shareholders while considering market conditions, trading volumes and economic cost.
Arlo (NYSE: ARLO) reported strong fourth quarter and full‑year 2025 results driven by subscription growth and margin expansion. ARR ended at $330.5M (up 28.4% YoY); full‑year subscriptions and services revenue was $316.4M (up 30.2% YoY). Full‑year adjusted EBITDA was $74.7M with a 14.1% margin; GAAP gross margin rose to 44.0%.
The company announced a partnership with Comcast and provided Q1 2026 revenue outlook of $135–$145M and non‑GAAP EPS of $0.17–$0.23.
Arlo Technologies (NYSE: ARLO) said CEO Matthew McRae will present at two investor conferences in March 2026: Raymond James on March 3, 2026 at 1:05 p.m. ET in Orlando and Roth on March 23, 2026 at 9:30 a.m. PT in Dana Point.
Both presentations will be webcast on Arlo’s investor relations site with replay available following each event; attendees should join about 10 minutes early.
Arlo Technologies (NYSE: ARLO) announced inducement equity awards under NYSE Rule 303A.08 dated February 4, 2026. The Compensation and Human Capital Committee granted restricted stock units covering an aggregate of 17,380 shares to three new non-executive employees.
The RSUs vest in four equal annual installments and are contingent on each employee's continued service at each vesting date.
Arlo Technologies (NYSE: ARLO) will hold a conference call on Thursday, February 26, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss fourth quarter and full year 2025 results. The related earnings release will be issued after market close on February 26, 2026. The live audio call uses toll-free (833) 470-1428, international (646) 844-6383, and conference ID 913053. A live webcast and replay will be available at Arlo's Investor Relations website http://investor.arlo.com. Investors and analysts should use the listed dial-in numbers or the webcast to access the call.
Arlo (NYSE: ARLO) announced on January 5, 2026 an expanded agreement with Samsung SmartThings to integrate Arlo's Smart Security SaaS platform into the SmartThings app, initially focusing on the U.S. market.
The collaboration builds on prior integration that added Arlo's AI-powered object detection (package, people, pet identification) and aims to deliver deeper controls and faster responses to security events using Arlo Intelligence computer-vision and recognition engines.
The companies said the work intends to enhance SmartThings users' ability to access security services and receive customized notifications from Arlo cameras.